Check out a single bot

Check out the specific version of a parent bot and its dependencies from the public workspace to the private workspace to create an editable copy of the bot.

Prerequisites

Prerequisites for checking out bots and dependencies

Procedure

  1. Log in to the Control Room as a Bot Creator or a Citizen Developer user.
  2. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  3. Select the bot, choose to either clone or check out the dependencies, open the actions menu (vertical ellipsis) and click Check out Task Bot.
    Note: If a bot has multiple versions, you can select and check out the specific version of the bot using Advanced options. This enables you to roll back to an earlier version of the bot.
    OptionSteps
    Yes, Checkout Select this option to check out the latest version of a bot. The dependencies are cloned automatically.
    Advanced options Select this option to select a specific version of the parent bot and dependencies.
    1. Click Advanced options.
    2. Select the version of the parent bot to check out.
    3. Add or remove dependencies to check out.
    4. Select the version of the dependency (bot or non- bot ) to check out.
    5. Review the dependencies (Overwritten, Missing, Cloned, Skipped).
    6. Click Check out.
    The bot appears in the same folder structure in the private workspace. When you check out bot files or folders, all the dependencies linked to the bot files or folders will either be checked out or cloned according to your choice.
  4. To cancel the checked-out bot, click the Cancel check out Task Bot option.
    You can use this option from either the public or the private workspace.
    In the public workspace, the bot status changes to public, and the bot is available for check out by another user with the appropriate permissions.

    In the private workspace, the bot status changes to new if any changes are made to the bot. If there are no changes, the bot is replaced with a clone.